Q4 2024 · 13F-HR/A
Giverny Capital Inc.holdings as filed
Filed 2025-08-12 · accession 0001641864-25-000005
$2.74B
Reported value
62
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $229.2M | 8.38% | 505,550 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $184.5M | 6.74% | 315,095 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $175.7M | 6.42% | 974,459 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $138.0M | 5.04% | 741,655 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $137.6M | 5.03% | 1,682,869 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $130.8M | 4.78% | 545,856 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $129.5M | 4.73% | 630,254 | Common | SOLE |
| 92826C839 | V | VISA INC | $125.1M | 4.57% | 395,717 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC C | $124.7M | 4.56% | 655,037 | Common | SOLE |
| 62944T105 | NVR | NVR INC | $110.9M | 4.05% | 13,558 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC. | $105.2M | 3.85% | 21,177 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $88.5M | 3.23% | 504,735 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HOLDINGS INC | $77.8M | 2.84% | 234,287 | Common | SOLE |
| 33829M101 | FIVE | FIVE BELOW INC | $76.8M | 2.81% | 732,110 | Common | SOLE |
| 570535104 | MKL | MARKEL CORP | $74.8M | 2.73% | 43,331 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $70.2M | 2.56% | 947,927 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $69.1M | 2.53% | 367,581 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $68.4M | 2.50% | 749,372 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $67.5M | 2.47% | 356,828 | Common | SOLE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $54.8M | 2.00% | 143,368 | Common | SOLE |
| 06417N103 | OZK | BANK OZK LITTLE ROCK ARK | $54.0M | 1.97% | 1,212,438 | Common | SOLE |
| 49338L103 | KEYS | KEYSIGHT TECHNOLOGIES INC | $53.3M | 1.95% | 331,845 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $45.4M | 1.66% | 410,428 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $44.0M | 1.61% | 1,000,978 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAPITAL GROUP IN | $42.2M | 1.54% | 90,759 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $36.5M | 1.33% | 171,775 | Common | SOLE |
| 34964C106 | FBIN | FORTUNE BRANDS HOME & SEC IN | $31.6M | 1.16% | 463,140 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN | $30.1M | 1.10% | 294,809 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $27.6M | 1.01% | 248,218 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $23.3M | 0.85% | 233,921 | Common | SOLE |
| 537008104 | LFUS | LITTELFUSE INC | $19.0M | 0.69% | 80,615 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $13.9M | 0.51% | 29,558 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $13.8M | 0.51% | 26,275 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $10.5M | 0.38% | 43,862 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $9.0M | 0.33% | 43,006 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $5.9M | 0.21% | 33,708 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.4M | 0.20% | 8 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $4.3M | 0.16% | 16,976 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.9M | 0.11% | 14,638 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF | $2.8M | 0.10% | 4,752 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FC | $2.6M | 0.10% | 14,774 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $2.5M | 0.09% | 16,799 | Common | SOLE |
| 98850P109 | YUMC | YUM CHINA HLDGS INC | $1.7M | 0.06% | 36,036 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $1.6M | 0.06% | 27,484 | Common | SOLE |
| M2029K104 | BIRK | BIRKENSTOCK HLDG PLC | $1.6M | 0.06% | 27,392 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GRP INC | $1.2M | 0.04% | 2,364 | Common | SOLE |
| 530307305 | LBRDK | LIBERTY BROADBAND CORP | $1.1M | 0.04% | 15,000 | Common | SOLE |
| 464288752 | ITB | ISHARES TR | $1.1M | 0.04% | 10,432 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $1.1M | 0.04% | 12,400 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $1.0M | 0.04% | 4,206 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $992,211 | 0.04% | 2,354 | Common | SOLE |
| 679580100 | ODFL | OLD DOMINION FREIGHT LINE IN | $926,982 | 0.03% | 5,255 | Common | SOLE |
| 26154D100 | DFH | DREAM FINDERS HOMES | $749,341 | 0.03% | 32,202 | Common | SOLE |
| 46428Q109 | SLV | ISHARES SILVER TR | $605,590 | 0.02% | 23,000 | Common | SOLE |
| 46982L108 | J | JACOBS SOLUTIONS INC | $587,126 | 0.02% | 4,394 | Common | SOLE |
| 389637109 | GBTC | GRAYSCALE BITCOIN TR BTC | $550,857 | 0.02% | 7,442 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $494,533 | 0.02% | 3,753 | Common | SOLE |
| 25861R204 | CAPE | DOUBLELINE SHILLER ENHANCED CAPE I | $319,031 | 0.01% | 10,645 | Common | SOLE |
| 922908363 | VOO | VANGUARD 500 INDX ETF-NEW | $314,665 | 0.01% | 584 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $219,905 | 0.01% | 240 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $211,394 | 0.01% | 405 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $19,026 | 0.00% | 257 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.